{"schema_version":"secwatch.filing_event.v1","accession":"0001517413-26-000129","form_type":"8-K","ticker":"FSLY","cik":"0001517413","company_name":"Fastly, Inc.","filed_at":"2026-05-06T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.405479+00:00","generated_at":"2026-05-14T22:37:07.780075+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Fastly Q1 revenue $173M (+20% YoY); raises FY2026 guidance; RPO $369M (+63%)","bullets":["Record Q1 revenue $173M (+20% YoY); GAAP gross margin 62.5% (record), non-GAAP 65.1%.","GAAP net loss per share $0.13; non-GAAP net income per share $0.13 diluted, $0.15 basic.","RPO $369M (+63% YoY); LTM NRR 113% (up from 110%); large customer count 634.","Security revenue $38.8M (+47% YoY) now 22% of total revenue; operating cash flow $28.9M.","Raised FY2026 guidance: revenue $710-725M, non-GAAP EPS $0.27-0.33; Q2 revenue $170-176M."],"urls":{"canonical":"https://secwatch.observer/filing/0001517413-26-000129","json":"https://secwatch.observer/filing/0001517413-26-000129.json","markdown":"https://secwatch.observer/filing/0001517413-26-000129.md","text":"https://secwatch.observer/filing/0001517413-26-000129.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1517413/000151741326000129/0001517413-26-000129-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1517413/000151741326000129/fsly-20260506.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T22:37:07.780075+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"16dafed749d2be146bc8e7269077382c6cb32bf3","claim":"Fastly, Inc. reported first quarter ended March 31, 2026 results: revenue $173,021, EPS GAAP net loss per common share — basic and diluted $(0.13). Guidance raised.","evidence_excerpt":"performance reflects expansion within our installed base and robust new business wins, enabling us to raise our 2026 guidance.” Three months ended March 31, 2026 2025 Revenue $ 173,021 $ 144,474 Gross margin GAAP gross margin 62.5 % 53.2 % Non-GAAP gross margin (1) 65.1 % 57.3 % Operating loss GAAP operating loss $ (23,895) $ (38,179) Non-GAAP operating income","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1517413/000151741326000129/0001517413-26-000129-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$173,021"},{"label":"EPS","value":"GAAP net loss per common share — basic and diluted $(0.13)"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}